Jennifer Friberg, CFA

Relationship Manager

Partner

Principal

Jennifer Friberg, CFA blends analytical precision with genuine connection to help clients make thoughtful, informed decisions about their wealth. As a Relationship Manager at Balentine, she partners with families to design customized financial plans and investment strategies that reflect their goals, values, and aspirations. Her ability to translate complex ideas into clear, actionable guidance has made her a trusted advisor and strategic partner to clients.

Before joining Balentine in 2022, Jennifer spent several years at BlackRock, managing fixed-income portfolios for corporate pension plans and other large institutions. That experience strengthened her understanding of risk, discipline, and long-term thinking—skills she now applies to help families preserve and grow wealth across generations.

In addition to managing client relationships, Jennifer mentors Balentine’s Associate Relationship Managers, fostering a culture of learning and excellence across the team.

A graduate of Washington and Lee University with a Bachelor of Arts in Economics, Jennifer was also a lettered track and field athlete. She is a CFA® Charterholder and, outside the office, enjoys spending time at the barn with her aptly named horse, “Cash.”

No items found.
Jennifer Friberg, CFA
No items found.
more info
Education

BA, Washington and Lee University (Economics)

Experience

Balentine, Senior Associate Relationship Manager

BlackRock, Client Portfolio Manager

Friberg Wealth Management Group, Associate Wealth Advisor

Brawner Company, Inc., Financial Analyst

Professional affiliations & awards

CFA Charterholder

Community involvement

Therapeutic Riding Program Volunteer

Q&A

How and why did you get into this business?

I honestly began my career in wealth management because my father was in the industry, and I had exposure to it at a young age. I’m so thankful that my life situation allowed me to have such direct access to this industry because it quickly became my life passion. Over the years, I have realized that gaining knowledge about personal wealth is actually quite difficult and those without close access can often times go years or a lifetime without understanding key concepts to growing and protecting their own wealth. This realization sparked my passion for helping clients who either do not have the time, desire, and/or knowledge to grow and protect their personal wealth as well as helping empower clients with wealth management education tailored to them.

What inspires you to come to work each day?

The dynamic nature of both the markets and the life situation of our clients creates an environment with unique problems to be solved every day — and that’s what keeps me excited about my work. Most of all, our clients inspire me every day to bring my best self to work to deliver on our promise to them to help them achieve their financial and personal goals, which are almost always intertwined.

Why did you choose to work at Balentine?

I chose to work at Balentine of the integrity of the people who make up Balentine and the integrity of how the company and the investments are managed. I would not be able to work somewhere where I didn’t believe in the products and services being provided to our clients, so the high quality of people and services Balentine have to offer their clients was the most important factor for my decision.

What do you like to do in your downtime away from work?

I enjoy almost anything outside, so running, walking with my best friend (a 1 year old English Setter), attempting my hand at the driving range, or paddle boarding when it’s warm enough. However, my all-time favorite activity is horseback riding.

"Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat."

Read recent posts from 

Jennifer Friberg, CFA

Learn more about 

Jennifer Friberg, CFA

 perspective on the market, Balentine, and more.

Browse our collection of resources from trusted thought leaders.

Balentine experts offer their authentic take on the latest financial topics, including more information about protecting your family’s future.

Jennifer Friberg, CFA

's

Latest Perspectives

Listen to 

's

thoughts on the intersection of family, business, and legacy.

No items found.

Explore more of 

's

insights about the market, Balentine, and more.

Currently no Blog Posts from this Team member. Check our Insights Page >
Press
Legacy
Private capital
Planning
Institutional
Investments
Global economy and markets
Business advisory